Mission Wealth Management’s Fair Isaac FICO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.13M | Buy |
620
+3
| +0.5% | +$5.48K | 0.02% | 292 |
|
|
2025
Q1 | $1.14M | Sell |
617
-2
| -0.3% | -$3.69K | 0.03% | 258 |
|
|
2024
Q4 | $1.23M | Sell |
619
-9
| -1% | -$17.9K | 0.03% | 232 |
|
|
2024
Q3 | $1.22M | Buy |
628
+1
| +0.2% | +$1.94K | 0.03% | 239 |
|
|
2024
Q2 | $933K | Buy |
627
+24
| +4% | +$35.7K | 0.02% | 266 |
|
|
2024
Q1 | $754K | Buy |
603
+20
| +3% | +$25K | 0.02% | 329 |
|
|
2023
Q4 | $679K | Sell |
583
-111
| -16% | -$129K | 0.02% | 297 |
|
|
2023
Q3 | $603K | Buy |
694
+4
| +0.6% | +$3.47K | 0.02% | 295 |
|
|
2023
Q2 | $558K | Buy |
690
+13
| +2% | +$10.5K | 0.02% | 310 |
|
|
2023
Q1 | $476K | Hold |
677
| – | – | 0.02% | 337 |
|
|
2022
Q4 | $405K | Sell |
677
-1
| -0.1% | -$599 | 0.02% | 351 |
|
|
2022
Q3 | $279K | Buy |
678
+2
| +0.3% | +$823 | 0.01% | 395 |
|
|
2022
Q2 | $271K | Buy |
676
+1
| +0.1% | +$401 | 0.01% | 402 |
|
|
2022
Q1 | $315K | Hold |
675
| – | – | 0.01% | 387 |
|
|
2021
Q4 | $293K | Hold |
675
| – | – | 0.01% | 418 |
|
|
2021
Q3 | $269K | Hold |
675
| – | – | 0.01% | 414 |
|
|
2021
Q2 | $339K | Hold |
675
| – | – | 0.02% | 360 |
|
|
2021
Q1 | $328K | Hold |
675
| – | – | 0.02% | 343 |
|
|
2020
Q4 | $345K | Sell |
675
-100
| -13% | -$51.1K | 0.02% | 316 |
|
|
2020
Q3 | $330K | Hold |
775
| – | – | 0.02% | 262 |
|
|
2020
Q2 | $324K | Hold |
775
| – | – | 0.03% | 239 |
|
|
2020
Q1 | $238K | Hold |
775
| – | – | 0.03% | 255 |
|
|
2019
Q4 | $290K | Buy |
775
+100
| +15% | +$37.4K | 0.03% | 258 |
|
|
2019
Q3 | $205K | Hold |
675
| – | – | 0.02% | 302 |
|
|
2019
Q2 | $212K | Buy |
+675
| New | +$212K | 0.02% | 296 |
|